Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA
Brew Markets
On's Strong Quarter and Marathon Shoe Breakthrough
Hosts discuss On Holding's revenue beat, raised guidance, premium strategy, and its marathon-record shoe performance.
Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector. Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss. Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war between Pfizer and Novo Nordisk.
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00:00 Welcome to Brew Markets Daily
01:00 Is Beyond Meat Beyond Hope?
04:30 Earnings: $ONON $SONY $OKLO
17:00 CEO of the Week
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